Job Description
Description Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role As a Pension Outsourcing Senior Associate, you will perform a wide variety of recurring defined benefit plan administration services for clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day-to-day project manager, contributing to client management and special projects, while also mentoring less experienced associates.
You Will Have The Opportunity To - Serve as primary, daily contact to clients on delivery of services
- Respond to and resolve complex issues, including those escalated clients and colleagues
- Review work and deliverables of analysts
- Raise issues as appropriate to directors
- Enhance your expertise in retirement plan design and administration
- Be on a career path with growth and advancement
- Employ the most cutting-edge tools and resources and work with top talent in the industry
- Prepare moderately complex benefit calculations and trust instructions
- Collect, manipulate, reconcile, and review participant data – identifying and resolving issues as they arise
- Resolve more complex plan provision questions and issues surfaced by less experienced analysts
- Follow and update documentation materials as directed
- Employ WTW's Professional Excellence tools and concepts to ensure efficient and quality output/service delivery
- Adhere to plan documents and government regulations in administering plans
- Manage and coach team to ensure progress against established budgets, timelines and quality standards
- Deliver on projects to meet or exceed client expectations
- Increase efficiency within client teams by identifying ways to improve processes
- Develop and train less experienced associates
This role is hybrid with regular attendance to the office (expected 3 days per week).
Qualifications The Requirements - Minimum of 10 years defined benefit plan administration and manual calculation experience required
- Bachelor’s or Master’s degree in mathematics, statistics, finance or any other major with significant quantitative course work; with a strong academic record
- Strong knowledge of the fundamentals of defined benefit plan design
- Strong analytical and problem-solving skills
- Solid expertise in Microsoft Excel and Word
- Strong attention to detail
- Professional, client-focused approach to colleagues and assignments
- Seeks out experiences that may change perspective or provide an opportunity to learn new things
- Ability to organize, set priorities, work independently and complete multiple projects within established deadlines
IF NOT QUEBEC
- Strong oral and written communication skills in English
IF QUEBEC
- Strong oral and written communication skills in French and English
Equal Opportunity Employer
Job Tags
3 days per week,